Effective Date: January 31, 2023
Collection of Personal Information
BSOF collects personal information that you provide to us, such as your name, address, email address, telephone number, and financial information. This information is collected when you request information about our products or services, register for our website, or complete other forms or applications with us.
Use of Personal Information
BSOF uses your personal information for the following purposes:
- To provide you with information about our products and services, and to process your requests for information or services.
- To comply with legal and regulatory requirements, such as anti-money laundering and customer identification requirements.
- To assess your suitability for investment in our fund, including conducting background checks and verifying your identity.
- To administer your investment in our fund, including processing payments and providing you with account statements and other information.
- To communicate with you regarding your account, and to provide you with updates and news about our fund.
Disclosure of Personal Information
BSOF may disclose your personal information to third parties for the following purposes:
- To our affiliates and service providers, such as our broker-dealer, to assist us in providing you with information and services, and to comply with legal and regulatory requirements.
- To regulatory and law enforcement agencies, as required by law or in response to a lawful request.
- In connection with a sale, transfer, or merger of all or part of our business, or in the event of bankruptcy.
Protection of Personal Information
BSOF takes reasonable steps to protect your personal information from unauthorized access, use, disclosure, or destruction. We maintain physical, electronic, and procedural safeguards to protect your personal information, and we train our employees on the importance of maintaining the confidentiality and security of your personal information.
You have the following rights in relation to your personal information:
- The right to request access to your personal information.
- The right to request correction of your personal information.
- The right to request deletion of your personal information.
- The right to opt-out of marketing communications.
- The right to lodge a complaint with a supervisory authority.
Big Sky Opportunities Fund